Atwood & Palmer’s Colgate-Palmolive CL Stock Holding History

Atwood & Palmer’s Portfolio CL Stock Details CL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$2.38M	Sell	26,200 -150	-0.6%	-$13.6K	0.15%	62
2025 Q1	$2.47M	Hold	26,350	–	–	0.17%	62
2024 Q4	$2.4M	Hold	26,350	–	–	0.16%	61
2024 Q3	$2.74M	Hold	26,350	–	–	0.19%	60
2024 Q2	$2.56M	Hold	26,350	–	–	0.19%	58
2024 Q1	$2.37M	Sell	26,350 -700	-3%	-$63K	0.18%	60
2023 Q4	$2.16M	Hold	27,050	–	–	0.17%	61
2023 Q3	$1.92M	Hold	27,050	–	–	0.17%	62
2023 Q2	$2.08M	Buy	27,050 +150	+0.6%	+$11.6K	0.19%	68
2023 Q1	$2.02M	Hold	26,900	–	–	0.19%	68
2022 Q4	$2.12M	Hold	26,900	–	–	0.19%	72
2022 Q3	$1.89M	Hold	26,900	–	–	0.19%	71
2022 Q2	$2.16M	Sell	26,900 -150	-0.6%	-$12K	0.21%	62
2022 Q1	$2.05M	Buy	27,050 +150	+0.6%	+$11.4K	0.18%	67
2021 Q4	$2.3M	Hold	26,900	–	–	0.19%	64
2021 Q3	$2.03M	Hold	26,900	–	–	0.18%	64
2021 Q2	$2.19M	Hold	26,900	–	–	0.2%	66
2021 Q1	$2.12M	Hold	26,900	–	–	0.2%	64
2020 Q4	$2.3M	Hold	26,900	–	–	0.25%	61
2020 Q3	$2.08M	Hold	26,900	–	–	0.26%	55
2020 Q2	$1.97M	Hold	26,900	–	–	0.27%	55
2020 Q1	$1.79M	Hold	26,900	–	–	0.28%	56
2019 Q4	$1.85M	Hold	26,900	–	–	0.24%	56
2019 Q3	$1.98M	Hold	26,900	–	–	0.27%	53
2019 Q2	$1.93M	Hold	26,900	–	–	0.26%	54
2019 Q1	$1.84M	Hold	26,900	–	–	0.26%	52
2018 Q4	$1.6M	Hold	26,900	–	–	0.25%	56
2018 Q3	$1.8M	Hold	26,900	–	–	0.24%	52
2018 Q2	$1.74M	Sell	26,900 -2,200	-8%	-$143K	0.24%	54
2018 Q1	$2.09M	Sell	29,100 -12,200	-30%	-$875K	0.3%	52
2017 Q4	$3.12M	Sell	41,300 -100	-0.2%	-$7.55K	0.44%	45
2017 Q3	$3.02M	Hold	41,400	–	–	0.44%	44
2017 Q2	$3.07M	Buy	41,400 +2,000	+5%	+$148K	0.48%	41
2017 Q1	$2.88M	Sell	39,400 -400	-1%	-$29.3K	0.46%	41
2016 Q4	$2.61M	Hold	39,800	–	–	0.47%	40
2016 Q3	$2.95M	Hold	39,800	–	–	0.54%	40
2016 Q2	$2.91M	Hold	39,800	–	–	0.53%	43
2016 Q1	$2.81M	Sell	39,800 -358	-0.9%	-$25.3K	0.5%	43
2015 Q4	$2.68M	Hold	40,158	–	–	0.51%	48
2015 Q3	$2.55M	Hold	40,158	–	–	0.5%	50
2015 Q2	$2.63M	Hold	40,158	–	–	0.47%	51
2015 Q1	$2.79M	Sell	40,158 -400	-1%	-$27.7K	0.5%	51
2014 Q4	$2.81M	Sell	40,558 -409	-1%	-$28.3K	0.52%	45
2014 Q3	$2.65M	Buy	40,967 +39,341	+2,419%	+$2.54M	0.5%	49
2014 Q2	$111K	Sell	1,626 -38,932	-96%	-$2.66M	0.03%	151
2014 Q1	$2.63M	Hold	40,558	–	–	0.62%	34
2013 Q4	$2.65M	Hold	40,558	–	–	0.65%	32
2013 Q3	$2.41M	Hold	40,558	–	–	0.66%	32
2013 Q2	$2.32M	Buy	+40,558	New	+$2.32M	0.63%	34